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Vertiv Holdings Llc vertiv holdings shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 645 334.57
2024-12-31 $209k 1.8k 113.60

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Capital Advisors Wealth Management

Top funds holding Vertiv Holdings Llc vertiv holdings

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Jane Street
Bank of America Corporation
Susquehanna International
T. Rowe Price Associates
Morgan Stanley
Invesco
UBS Group
FMR
Citadel Advisors
Northern Trust

View all funds holding Vertiv Holdings Llc vertiv holdings